Stop Doing Things Twice

Lead routing, task automation, email sequences, and smart notifications — so your team focuses on selling, not admin.

Sound familiar?

We hear these constantly. If any sound like yours, keep reading.

Your workflows are a black box

Someone set them up a year ago. Maybe two. Nobody's sure exactly what they do, and the person who built them left. They're 'working,' so nobody touches them.

Leads are assigned manually

Your team is copying leads from a form, pasting them into HubSpot, and assigning them by hand. Every. Single. Day.

Follow-ups happen when people remember

There's no system for follow-up tasks. You rely on reps to remember. Some do. Most don't. Deals go stale.

Sequences are sending to the wrong people

You built sequences for one type of lead. Now they're firing for everyone. The wrong message, at the wrong time.

How we build your automations

Every automation we deliver is scoped, tested, and documented — not just switched on and left to run.

01

Discovery

We start by understanding how your team actually works — not how the process is supposed to work. We map your sales motion, handoffs, and pain points before touching a single workflow.

02

Audit existing automations

If you already have workflows running, we review every one. What's working, what's broken, what's conflicting, and what's doing nothing useful. We turn off the noise before building anything new.

03

Strategy & prioritization

We work out what's worth automating and what isn't, then sequence the builds by impact. The quick wins go first. The complex stuff follows once the foundation is clean.

04

Build & configure

We build each workflow with clean logic, explicit enrollment criteria, and a clear exit. No ambiguous branches. No dead ends. If the trigger condition isn't obvious, it gets a comment explaining it.

05

Test with real scenarios

Nothing goes live untested. We run workflows through real-world scenarios — edge cases included — before flipping the switch. If it breaks in testing, it doesn't ship.

06

Document & hand off

You get documentation for every automation we build — what it does, when it fires, who it touches, and how to turn it off if something goes wrong. Your team shouldn't need us to maintain what we built.

What we automate

The workflows eating your team's time — mapped, built, and maintained.

Lead routing & assignment

Round-robin, territory-based, or custom logic. New leads get assigned instantly, owners notified, follow-up tasks created. No leads falling through.

Task & deal automation

Deal moves to Proposal Sent? Auto-create a follow-up task. Deal closes? Trigger onboarding. Task overdue? Escalate. Keep your pipeline moving without micromanagement.

Email sequences & nurture

Sequences for 1:1 sales outreach, workflows for marketing nurture, and clear rules for when contacts move between them.

Internal notifications

High-value form in? Slack the sales manager. Deal stuck 14 days? Ping the rep. Customer cancellation? Alert CS immediately. Smart alerts, not alert spam.

Data hygiene automation

Standardize formats, flag incomplete records, auto-set lifecycle stages. Your data stays clean without someone policing it manually.

Workflow audit & cleanup

We audit every existing workflow. Turn off what's broken, fix what's close, rebuild what needs it, and document everything so your team knows what runs.

Stop the manual work

Book a free call and we'll map out your automation opportunities in 30 minutes.

Get your automation plan